The Apple Vision Pro has had a very long gestation period. The first evidence for it emerged in 2015 when Apple acquired Metaio and Mike Rockwell was hired. That’s almost 9 years ago. Even at this time, the product is in many ways incomplete and will take some years to develop into its potential. So Continue reading

In yesterday’s post, I proposed a way to inspect the Google-Apple distribution deal. It could be understood as a flat-rate deal where default placement of Google search in Safari is paid for with a constant run rate. This was the assumption for a few years with estimates for this run rate ranging widely. Alternatively, it Continue reading

In Google and Apple: The Beginning, we looked at the history of the relationship and the situation which emerged when Mobile Computing rose to such a level of ubiquity that it determined the fate of both companies. Apple today holds firmly in its grasp about 27% of all smartphone users (1.3 billion out of about Continue reading

Speaking of Google and Apple, one aspect where the two companies differ is on the question of privacy. Online privacy isn’t just something you should be hoping for – it’s something you should expect. You should ensure your browsing history stays private and is not harvested by ad networks. By blocking ad trackers, Magic Lasso Continue reading

Are Apple and Google competitors or are they partners? Prior to the launch of the Android operating system, Apple and Google collaborated on many projects. Google Search was predominant on Apple products including the (at the time) new iPhone. The iPhone also launched with support for Gmail and had native Google Maps and even YouTube. Continue reading

While preparing for the 2023 Apple Investor Event, I looked at my presentations from the last such event. This was called the Apple Summit NYC and took place in August 2018, about 5 years ago. We will review these graphs at the next event but I would like to post them here to get the Continue reading

Want to experience twice as fast load times in Safari on your iPhone, iPad and Mac?  Then download Magic Lasso Adblock – the ad blocker designed for you. It’s easy to setup, blocks all YouTube ads, and doubles the speed at which Safari loads. Magic Lasso Adblock is an efficient and high performance ad blocker Continue reading

As we move ahead into the September quarter, I’d like to review our outlook, which includes the types of forward-looking information that Saori referred to at the beginning of the call. We expect our September quarter year-over-year revenue performance to be similar to the June quarter, assuming that the macroeconomic outlook doesn’t worsen from what Continue reading

There are still tickets available for the super-exclusive (max. 25 participants) Apple Investor Event, November 9th. The location is The Metlo, 21st floor, in Boston’s Seaport district. The address is: With location is in an area known as the Innovation District, this very new building is walking distance from Boston’s South Station which is a Continue reading